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Donaldson
DCI

Overview Fund Activity

299 hedge funds and large institutions have $4.19B invested in Donaldson in 2014 Q3 according to their latest regulatory filings, with 22 funds opening new positions, 98 increasing their positions, 120 reducing their positions, and 28 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
299
Holders Change
-10
Holders Change %
-3.24%
% of All Funds
8.68%
Holding in Top 10
6
Holding in Top 10 Change
-2
Holding in Top 10 Change %
-25%
% of All Funds
0.17%
New
22
Increased
98
Reduced
120
Closed
28
Calls
$559K
Puts
$1.07M
Net Calls
-$508K
Net Calls Change
-$829K

Top Buyers

1
RBCM
1
Raub Brock Capital Management
California
$11.3M
2
Renaissance Technologies
2
Renaissance Technologies
New York
$9.11M
3
Millennium Management
3
Millennium Management
New York
$8.38M
4
MPI
4
Mairs & Power Inc
Minnesota
$191M
5
Vanguard Group
5
Vanguard Group
Pennsylvania
$373M

Top Sellers

1
Wells Fargo
1
Wells Fargo
California
$10.8M
2
Norges Bank
2
Norges Bank
Norway
$120M
3
FAM
3
Fred Alger Management
New York
$10.2M
4
CAM
4
Congress Asset Management
Massachusetts
$229K
5
Fidelity International
5
Fidelity International
Bermuda
$0
Name Holding Trade Value Shares
Change 		Shares
Change %
IPC
226
Independent Portfolio Consultants
Florida
$402K -$152K -3,735 -27%
PCM
227
Parsons Capital Management
Rhode Island
$390K – – –
LWCFA
228
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$387K – – –
RAM
229
Redmond Asset Management
Virginia
$385K +$36K +886 +10%
DBT
230
Dubuque Bank & Trust
Iowa
$383K +$8.94K +220 +2%
ISL
231
Ingalls & Snyder LLC
New York
$373K – – –
RGC
232
Roberts, Glore & Co
Illinois
$369K -$2.03K -50 -0.5%
Luther King Capital Management (LKCM)
233
Luther King Capital Management (LKCM)
Texas
$366K – – –
JIP
234
Jaffetilchin Investment Partners
Florida
$351K -$732 -18 -0.2%
GAM
235
Gould Asset Management
California
$349K – – –
TAM
236
Tocqueville Asset Management
New York
$341K -$77.1K -1,900 -18%
FWIA
237
Fort Washington Investment Advisors
Ohio
$325K -$16.3K -400 -5%
GC
238
Guggenheim Capital
Illinois
$321K +$15.6K +384 +5%
LNWWM
239
Laird Norton Wetherby Wealth Management
California
$311K +$15.4K +378 +5%
Citigroup
240
Citigroup
New York
$289K +$15.4K +380 +6%
RS
241
Robeco Schweiz
Switzerland
$287K +$287K +7,000 New
NIM
242
Northeast Investment Management
Massachusetts
$284K -$34.1K -839 -11%
CCA
243
Conestoga Capital Advisors
Pennsylvania
$283K – – –
CCM
244
CrestPoint Capital Management
Missouri
$272K – – –
RFS
245
Rockefeller Financial Services
New York
$269K – – –
FDCC
246
Foster Dykema Cabot & Co
Massachusetts
$244K – – –
BF
247
BOK Financial
Oklahoma
$244K +$244K +6,013 New
MCC
248
Mid Continent Capital
Illinois
$242K -$16.3K -400 -6%
MFW
249
Meristem Family Wealth
Minnesota
$235K – – –
BMO
250
Beck Mack & Oliver
New York
$232K – – –
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